live Webinar Best Practices

Scaling Without Complexity with Altruist + Wealthbox

Thursday, Feb 12, 2026 at 2:00 PM ET

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Growth doesn’t have to mean more systems, more processes, or more operational drag. Join us for a live webinar on how advisors use Altruist and Wealthbox together to simplify their tech stack, keep teams aligned, and support firm growth without added complexity.

This webinar will cover:

  1. Common sources of operational complexity as RIAs scale
  2. Best practices for simplifying systems while maintaining visibility and control
  3. How Altruist and Wealthbox work together to streamline daily workflows
  4. Ways to support growth with fewer tools and clearer processes across teams

Speakers

Brad Sparks

Sales Executive

Altruist

Chris Kopanski

Head of Customer Education

Wealthbox

“Partnering with Wealthbox is a direct result of listening to advisors' needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”

Jason Wenk

CEO of Altruist